Victory Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Victory Capital Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$167M	Buy	780,824 +767,726	+5,861%	+$168M	0.11%	214
2025 Q4	$2.76M	Sell	13,098 -1,716	-12%	-$354K	﹤0.01%	1503
2025 Q3	$3.02M	Buy	14,814 +14,599	+6,790%	+$2.9M	﹤0.01%	1486
2025 Q2	$41.8K	Buy	+215	New	+$39.8K	﹤0.01%	2393
2023 Q4	–	Sell	-3,698	Closed	-$561K	–	2581
2023 Q3	$561K	Hold	3,698	–	–	﹤0.01%	1937
2023 Q2	$584K	Hold	3,698	–	–	﹤0.01%	1920
2023 Q1	$563K	Hold	3,698	–	–	﹤0.01%	1957
2022 Q4	$561K	Hold	3,698	–	–	﹤0.01%	1973
2022 Q3	$503K	Hold	3,698	–	–	﹤0.01%	2052
2022 Q2	$536K	Hold	3,698	–	–	﹤0.01%	2022
2022 Q1	$578K	Hold	3,698	–	–	﹤0.01%	2069
2021 Q4	$621K	Hold	3,698	–	–	﹤0.01%	2046
2021 Q3	$579K	Sell	3,698 -4,492	-55%	-$720K	﹤0.01%	2094
2021 Q2	$1.3M	Hold	8,190	–	–	﹤0.01%	1797
2021 Q1	$1.24M	Hold	8,190	–	–	﹤0.01%	1817
2020 Q4	$1.12M	Hold	8,190	–	–	﹤0.01%	1740
2020 Q3	$967K	Hold	8,190	–	–	﹤0.01%	1717
2020 Q2	$922K	Sell	8,190 -8,190	-50%	-$901K	﹤0.01%	1765
2020 Q1	$1.62M	Buy	16,380 +8,190	+100%	+$1.02M	﹤0.01%	1679
2019 Q4	$1.12M	Sell	8,190 -45,400	-85%	-$5.98M	﹤0.01%	1719
2019 Q3	$6.87M	Buy	53,590 +45,400	+554%	+$5.77M	0.01%	1090
2019 Q2	$1.04M	Hold	8,190	–	–	﹤0.01%	1295
2019 Q1	$1.01M	Hold	8,190	–	–	﹤0.01%	1245
2018 Q4	$909K	Hold	8,190	–	–	﹤0.01%	1244
2018 Q3	$1.04M	Hold	8,190	–	–	﹤0.01%	1270
2018 Q2	$994K	Hold	8,190	–	–	﹤0.01%	1259
2018 Q1	$982K	Buy	8,190 +760	+10%	+$94.8K	﹤0.01%	1249
2017 Q4	$924K	Hold	7,430	–	–	﹤0.01%	1239
2017 Q3	$881K	Hold	7,430	–	–	﹤0.01%	1235
2017 Q2	$865K	Hold	7,430	–	–	﹤0.01%	1220
2017 Q1	$854K	Hold	7,430	–	–	﹤0.01%	1214
2016 Q4	$832K	Hold	7,430	–	–	﹤0.01%	1178
2016 Q3	$785K	Hold	7,430	–	–	﹤0.01%	1121
2016 Q2	$767K	Hold	7,430	–	–	﹤0.01%	897
2016 Q1	$734K	Hold	7,430	–	–	﹤0.01%	928
2015 Q4	$727K	Hold	7,430	–	–	﹤0.01%	929
2015 Q3	$693K	Hold	7,430	–	–	﹤0.01%	875
2015 Q2	$766K	Hold	7,430	–	–	﹤0.01%	864
2015 Q1	$766K	Sell	7,430 -94,105	-93%	-$9.75M	﹤0.01%	687
2014 Q4	$10.6M	Buy	+101,535	New	+$10.4M	0.04%	472

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Victory Capital Management's IWD Position: Q1 2026 in Review

Victory Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 5,861% in Q1 2026, buying an estimated $168M and bringing the position to 780,824 shares worth $167M. The position accounts for 0.11% of the portfolio, ranked #214.

Victory Capital Management first reported a position in IWD in Q4 2014 and has held it in 40 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Victory Capital Management held 780,824 shares of iShares Russell 1000 Value ETF worth $167M as of Q1 2026.
Victory Capital Management bought 767,726 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $168M.
iShares Russell 1000 Value ETF made up 0.11% of Victory Capital Management's portfolio in Q1 2026, its #214 holding.
Victory Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 40 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Victory Capital Management's 13F filing for Q1 2026, filed 15 May 2026.